What follows outlines the procedure for obtaining goods or services via the requisition/purchase order system. This system is used for all goods or services for which the price exceeds $1,000 and for those vendors who do not accept credit cards. If a purchase costs under $1,000 and the vendor accepts credit cards, then the purchase must be made using a College-issued credit card.
A requisition is a template of a purchase order. Requisitions are created and submitted via the Datatel requisition module. Each office manager determines who will have the responsibility to enter requisitions, the credit limit assigned to that person, and the general ledger account numbers that can be accessed. Purchasing office staff holds training in the use of this module several times per year.
B. Initiation and Submission of Requisitions
All requisitions must be submitted at the office level. It is recommended that one person within each office, or school, be given the responsibility to requisition items or services for the entire office or school. Requisitions must first be completed in the Datatel requisition module in their entirety. The following information is mandatory:
- Requisition date
- Initiator name
- "Ship to" address, that is, the mail code for delivery
- AP Type (always, "01")
- Item description
- Quantity (including unit of measure, e.g., carton, pounds, crate, etc.)
- Estimated price
- 13-digit account number
Delays will occur in processing requisitions that are submitted without adequate information.
Each vendor requires a separate requisition.
The dollar limit allowed for each designee to purchase goods will be at the discretion of the budget manager. Dollar amounts that exceed the individual limit require the additional approval of the supervisor. All bulk purchases or large orders over $10,000 will require the approval of the controller. Splitting a vendor payment into multiple requisitions in order to avoid one's requisition limit or the $10,000 limit is not allowed.
The requisitions pertaining to the areas listed below will require additional approval. Please note the area from which to request authorization.
|Computers, printers, and related equipment; audio-visual equipment; library acquisitions||Director of Library and Information Services|
|Construction contracts||Director of Physical Plant|
|Non-beverage potable alcohol, MSDS||Director of Public Safety|
|Equipment purchases over $10,000||Controller|
|Certificate of Insurance||Treasurer|
|Printing of external publications||Director of Communications|
|Furniture and window treatments||Purchasing Office|
These additional approvals are required regardless of whether the funds are from the general operating budget, donations from any source, state or federally-funded grants, student group accounts, or any College funds not otherwise specified.
Please note: The purchasing office must approve all furniture purchases. No invoices for furniture will be paid without the prior approval of the purchasing office.
Non-Beverage Potable Alcohol
The purchase of non-beverage potable alcohol requires a permit from the Bureau of Alcohol, Tobacco, and Firearms. All such requests must be placed through the office of public safety.
C. Fund Availability
No requisition will be processed without sufficient budget funds and proper authorization.